Who owns Davis Fundamental Etf Tr select wrld wi?
- Ticker: DWLD
- CUSIP Number: 23908l306
Tip: Access positions for across all investors
Analyze quarterly positions in Davis Fundamental Etf Tr select wrld wi with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Davis Fundamental Etf Tr select wrld wi this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Davis Selected Advisers | 1.9M | $73M | 0% | Sep 2024 |
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Morgan Stanley | 1.5M | $51M | 2% | Jun 2024 |
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Royal Bank of Canada | 470k | $18M | -3% | Sep 2024 |
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Stifel Financial | 237k | $7.9M | -2% | Jun 2024 |
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LPL Financial | 134k | $5.1M | 20% | Sep 2024 |
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Commonwealth Equity Services | 96k | $3.6M | -1% | Sep 2024 |
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Southeast Asset Advisors | 94k | $3.6M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 64k | $2.4M | 9% | Sep 2024 |
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Bank of America Corporation | 61k | $2.3M | -36% | Sep 2024 |
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Rockefeller Capital Management | 57k | $1.9M | -1% | Jun 2024 |
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Raymond James & Associates | 56k | $2.1M | 5% | Sep 2024 |
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Raymond James Financial Services Advisors | 52k | $2.0M | -3% | Sep 2024 |
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Envestnet Asset Management | 51k | $1.9M | 0% | Sep 2024 |
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Davenport & Co | 49k | $1.9M | 2% | Sep 2024 |
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Captrust Financial Advisors | 39k | $1.5M | -2% | Sep 2024 |
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Lunt Capital Management | 38k | $1.4M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 36k | $1.2M | -7% | Jun 2024 |
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Cetera Investment Advisers | 34k | $1.1M | 20% | Jun 2024 |
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Jane Street | 34k | $1.3M | -17% | Sep 2024 |
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Susquehanna International | 34k | $1.3M | 338% | Sep 2024 |
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Benjamin Edwards | 33k | $1.2M | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 32k | $1.1M | 0% | Jun 2024 |
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Stratos Wealth Partners | 30k | $1.1M | 12% | Sep 2024 |
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Heritage Wealth Management | 21k | $780k | 5% | Sep 2024 |
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Branch Banking & Trust Company | 16k | $528k | -14% | Jun 2024 |
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Silver Oak Securities | 16k | $590k | 100% | Sep 2024 |
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Private Advisor | 12k | $446k | -20% | Sep 2024 |
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Scotia Capital | 10k | $379k | 100% | Sep 2024 |
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Creative Planning | 9.3k | $352k | 0% | Sep 2024 |
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Diligent Investors | 9.1k | $346k | -3% | Sep 2024 |
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Cambridge Investment Research Advisors | 8.0k | $302k | -2% | Sep 2024 |
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Wealth Advisory Solutions | 7.2k | $272k | 0% | Sep 2024 |
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Advisor Group Holdings | 6.7k | $256k | -29% | Sep 2024 |
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Confluence Wealth Services | 6.2k | $233k | -54% | Sep 2024 |
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Geneos Wealth Management | 4.0k | $133k | 0% | Jun 2024 |
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FTB Advisors | 3.4k | $129k | 100% | Sep 2024 |
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Creative Financial Designs | 2.5k | $95k | -43% | Sep 2024 |
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Brian McDonald | 2.1k | $80k | -9% | Sep 2024 |
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Absolute Investment Management | 1.9k | $73k | 0% | Sep 2024 |
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AdvisorNet Financial | 1.8k | $69k | 1% | Sep 2024 |
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Jpmorgan Chase & Co | 1.6k | $59k | 139% | Sep 2024 |
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CWM | 1.3k | $49k | 0% | Sep 2024 |
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Private Trust Co Na | 600.00 | $20k | 0% | Jun 2024 |
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Venturi Wealth Management | 27.00 | $1.0k | 100% | Sep 2024 |
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Sittner & Nelson | 1.00 | $38.000000 | -100% | Sep 2024 |
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Who sold out of Davis Fundamental Etf Tr select wrld wi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 55k | $1.8M |
Citadel Advisors | Jun 2024 | 8.6k | $286k |
Orion Portfolio Solutions | Mar 2024 | 7.8k | $252k |